2B+ AUM Wealth Management Firm in the Greater Harrisburg Region seeks a Senior Wealth Advisor to play a central role in the client transition plan of ~150M AUM.
Not a commissioned sales role – No portable book required
Advise high net worth clientele with regards to financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction, estate and wealth transfer planning, tax planning, and executive compensation plans
Collaborative, team based culture with extensive financial planning and investment management support, an internal high net worth tax team, and high touch client service
Partner with the internal colleagues and outside advisors to close and onboard prospective clients
Competitive base salary, profit and performance based bonuses, and opportunity for partnership and near term equity ownership. Excellent benefits.
Advanced designation such as a CFP, CPA, JD or CFA
Strong technical planning skills for high net worth clientele
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.